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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-27 |
Branch Locations
7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Scottsdale | AZ | 06/2025 | 08/2025 |
| Fidelity Investments | Scottsdale | AZ | 08/2025 | 11/2025 |
| Grand Canyon Education | Phoenix | AZ | 08/2024 | 06/2025 |
| Fidelity Investments | Scottsdale | AZ | 12/2025 | Present |
| Pizza Ranch Llc | Rock Valley | IA | 07/2020 | 05/2023 |
| Kids Nw | Eagle Point | OR | 05/2023 | 08/2024 |
| Impact Of Oregon | Eagle Point | OR | 01/2024 | 08/2024 |
| Unemployed | Rock Valley | IA | 02/2014 | 07/2020 |
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 12/2025 | Present |
| Strategic Advisers Llc | Scottsdale | AZ | 08/2026 | Present |
OBA-124865|OrgNmn:EatherLabs LLC|Org Addr:Phoenix,Arizona,US|OBA Nature:This business provides AI-powe|Invst Rel:N|Title:Employee|Duties:I will be listed on payroll but will not participate in daily operations, sales, or client engagement. My involvement is limited to technical |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-14 |
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